Episode Archive

56 episodes of Smart Retirement since the first episode, which aired on August 16th, 2019.

  • Episode 8: The Top 10 Mistakes Retirees Make - Part 2

    October 15th, 2019  |  Season 1  |  39 mins 9 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this weeks episode, Mike & Matt dive into the last 5 of the Top 10 mistakes retirees make in retirement. Remember this is a two part show and to please tune into part 1 if you haven't listened to it yet!

  • Episode 7: The Top 10 Mistakes Retirees Make - Part 1

    October 1st, 2019  |  Season 1  |  48 mins 4 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this weeks episode, Mike & Matt dive into the first 5 of the Top 10 mistakes retirees make in retirement. Remember this is a two part show and to please tune into part 2 when it's released.

  • Episode 6: Annuity Overview

    September 17th, 2019  |  Season 1  |  47 mins 21 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    In this Episode, Matt dives into the different types of annuities available today and gives his opinion on what may be right for retirees. (If you would like to get right into content please skip to after the first commercial break.)

  • Episode 5: Reverse Mortgage

    September 3rd, 2019  |  Season 1  |  43 mins 51 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    An episode that discusses the advantages of a Reverse Mortgage in retirement.

  • Episode 4: RMD's & Roth Conversions

    August 19th, 2019  |  Season 1  |  38 mins 27 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    This episode talks about Required Minimum Distributions with ideas of how to reduce your RMD and create a tax free retirement through a Roth Conversion of your qualified accounts.

  • Episode 3: Bio Show

    August 16th, 2019  |  Season 1  |  22 mins 7 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    An episode for Mike and Matt to tell listeners more about themselves.

  • Episode 2: Social Security

    August 16th, 2019  |  Season 1  |  40 mins 31 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    This episode will help you understand the complexity of social security while giving ideas and options on how to take advantage of the benefit.

  • Episode 1: Fees

    August 16th, 2019  |  Season 1  |  50 mins 3 secs
    finance, finances, money, mortgage, personal, retire, retirement, reverse, smart, smartretirement

    This episode helps explain different types of fees in retirement.